Services

Our services encompass a variety of offerings included below; however, E&G does not limit our services to those listed here. If there is something you seek outside the scope of our business, we will be glad to assist you in finding a product or service that fits your situation or needs.

Asset Management

Providing investment solutions customized to suit our investors tolerance for risk and goals for return is a vital part of the firm's strategic mission. The firm will tailor an investment portfolio to suit the client's goals as they pertain to income generation and portfolio growth. This service includes portfolio consulting, rebalancing and analysis as well as the actual allocation and management. E&G reaches its returns through traditional outside investment vehicles, including stocks & bonds, exchange traded funds, mutual funds, as well as through alternative investment opportunities.

Investment Consulting

Because our clients often turn to us to assist them with life-changing events, we leverage our expertise in investment management, reporting, and equity risk management to work closely with CPAs, estate executors and attorneys to address a particular client's unique circumstances. For example, E&G can facilitate investments in alternative areas such as real estate; however, E&G must deem those suitable for client investment. The firm possesses the resources to assist any client with the acquisition and/or sale of homes, automobiles or other major purchases. We pride ourselves on performing a due diligence process that keeps the client as informed about the market in which they are shopping as possible.

Budgetary & Spending Analysis

Protecting our client’s pool of wealth for the future cannot be completed without examining budgetary and fiscal spending patterns. Our analysis in this area requires an in depth look into monthly and yearly expenditures. When your most important financial decisions arise, E&G strives to provide unbiased recommendations and solutions. In addition, the firm can assist any client in need of credit consulting and maintenance. These services provide true benefit and value to a portfolio in the short-term and also over an entire lifetime.